Filed July 26, 2021 (most recent of 4 filings on file)
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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,459 | $93,182+292.2% | $146,643+149.2% | $79,391+360.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 63.85% | 21.61%+42.2pp | 22.75%+41.1pp | 116.88%-53.0pp |
| Employer contribution / active EE | $6,840 | $2,420+182.7% | $4,137+65.3% | $2,428+181.7% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $627-100.0% |